PlanSource reviews

3.5

60% would recommend to a friend

(389 total reviews)
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Mike Morini

56% approve of CEO

57% positive business outlook

PlanSource has an employee rating of 3.5 out of 5 stars, based on 389 company reviews on Glassdoor which indicates that most employees have a good working experience there. The PlanSource employee rating is in line with the average (within 1 standard deviation) for employers within the Information Technology industry (3.7 stars).

Reviews by job title

389 reviews
4.0
Oct 23, 2025

Innovative company with leadership team focused on growth

Anonymous employee
Recommend
CEO approval
Business Outlook

Pros

The leadership team is approachable and provide transparency around the strategic direction of the company. They reinforce the company culture and values through town halls, recognition programs and Employee Resource Groups (ERGs). Direct managers care about personal and professional growth, work-life balance and have high expectations of job performance.

Cons

The company is scaling quickly and experiencing growing pains as shifting priorities and responsibilities realign with long term strategy and new leadership.

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PlanSource Response
7mo
Thank you for taking the time to share such a thoughtful review! We're thrilled to hear that your experience reflects the approachability and transparency of our leadership team. It's great to know that initiatives like town halls, recognition programs and ERGs are resonating with you - they're key to how we stay connected and aligned as One Team. Scaling at this pace means we're continuously refining our structure and priorities to best support our long-term strategy. We're grateful for team members like you who embrace that evolution and help us shape what's next. Thank you again being part of the PlanSource journey and for contributing to the culture and collaboration that make our success possible. - The PlanSource Team
5.0
Oct 23, 2025

Proud to work at PlanSource

Recommend
CEO approval
Business Outlook

Pros

One of the best executive leadership teams in the business, approachable, bringing in the right talent, making decisions in the best interest of our customers and business. Flexibility and work life balance. Incredible proprietary platform that is getting better every day!

Cons

Would like more face time with ELT

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PlanSource Response
7mo
Wow! Thank you for taking the time to share such an inspiring review and for your incredible eight years with PlanSource! Your recognition of our proprietary platform and the progress being made means a lot to everyone involved in building it. We also appreciate your feedback about wanting more face time with our Executive Leadership Team. We are actively and intentionally introducing some new ways to make that connection across all levels and departments to build on what is in place. Thank you again for your leadership, tenure and contributions to our success. We're proud to have you on this journey and excited for all that's ahead as we continue investing in our people and product. - The PlanSource Team
5.0
Oct 23, 2025
Recommend
CEO approval
Business Outlook

Pros

Flexibility, winning culture, collaboration and working with people you learn from. Everyone in on building the best experience for our customers and enjoying work while we do it.

Cons

None to share. We are in a good place

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PlanSource Response
7mo
Thank you for taking the time to share such a thoughtful and energizing review and for your more than five years of leadership at PlanSource! It's especially rewarding to know that our shared focus on delivering the best customer experience is being felt across teams. We also appreciate your feedback about connecting more often with our Operations teams in the field. Building alignment and visibility across all areas of the business remains a top priority and your suggestion is a great reminder of how valuable those direct conversations can be. Thank you again for your continued leadership, positivity and impact. - The PlanSource Team
Viewing 19 - 21 of 389 Reviews

Glassdoor has 412 PlanSource reviews submitted anonymously by PlanSource employees. Read employee reviews and ratings on Glassdoor to decide if PlanSource is right for you.